| Overview |
A comprehensive wealth management platform that combines CRM, financial planning, and client portal for financial advisors. |
Groove is a sales engagement platform built natively on Salesforce that streamlines workflows for account-based sellers. It helps teams automate outreach while keeping all data within the Salesforce ecosystem. |
| Pricing |
Subscription (Custom pricing) |
Paid ($75-100/user/mo) |
| Key Features |
- CRM
- Financial planning
- Client portal
- Reporting
- Risk assessment
- Proposal generation
- Account aggregation
- Workflow
|
- Salesforce-native
- email sequencing
- dialer
- analytics
- workflow automation
- calendar scheduling
- Omni-channel engagement
|
| Pros |
- Comprehensive advisory platform
- Financial planning tools
- Client portal
- Risk assessment
|
- Native Salesforce integration
- Clean interface
- Strong email tracking
- Good workflow automation
|
| Cons |
- Expensive
- Complex setup
- Niche market
- Requires training
|
- Only works with Salesforce
- Limited standalone features
- Fewer integrations than competitors
|
